Brian Lowrance is a CFP-designated registered investment advisor at Softwealth, based in Reno, NV, with 12 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 21 clients with $15M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K - $500K | 0.75% |
| $500K - $1.0M | 0.50% |
| $1M+ | 0.25% |
Fees may be negotiable based upon certain circumstances.
Fee Estimator
Location
Reno, NV
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
April 2008Other Business Activities
Brian has a minority interest in Reno Rennsport, Inc., an auto repair shop, since 2017. This activity is not investment-related and takes the majority of Brian's time.
Employment History
Current Registrations
Softwealth
Previous Registrations
Fixed Income Securities, INC.
Linsco/private Ledger CORP.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.